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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	VCM Valiant Capital Management San Francisco, California	$97.7M	-$46.6M	2	6.72%	Reduced
502	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$96.4M	-$2.34M	5	2.91%	Reduced
503	Mizuho Securities USA New York	$96.1M	+$5.09M	5	1.95%	Increased
504	Cresset Asset Management Chicago, Illinois	$96M	-$2.7M	10	0.42%	Reduced
505	Advisory Services Network Atlanta, Georgia	$95.4M	+$2.07M	27	1.4%	Increased
506	Metis Global Partners San Diego, California	$95.3M	-$4.13M	5	2.24%	Reduced
507	Dai-ichi Life Insurance Company Tokyo, Japan	$95.2M	-$4.32M	5	2.39%	Reduced
508	Brinker Capital Investments Berwyn, Pennsylvania	$95M	-$489K	12	0.74%	Reduced
509	Dodge & Cox San Francisco, California	$94.5M	-$5.14M	1	0.05%	Reduced
510	Scotia Capital Toronto, Ontario, Canada	$94.5M	+$3.75M	6	0.4%	Increased
511	Stratos Wealth Partners Beachwood, Ohio	$94.3M	+$4.13M	11	1.11%	Increased
512	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$93.4M	+$28M	12	1.48%	Increased
513	SAM Synergy Asset Management Vancouver, Washington	$93.3M	+$57.9M	3	3.38%	Increased
514	Allworth Financial Folsom, California	$93M	+$1.05M	31	0.41%	Increased
515	Rathbones Group Liverpool, United Kingdom	$93M	-$32.6K	7	0.38%	Reduced
516	Atria Investments Charlotte, North Carolina	$91.9M	+$5.38M	14	1.05%	Increased
517	ACM Anomaly Capital Management New York	$91.9M	+$90.5M	1	2.7%	New
518	Equitable Holdings New York	$90.5M	+$6.28M	7	0.67%	Increased
519	iA Global Asset Management Quebec, Quebec, Canada	$90.3M	-$4.77M	1	1.24%	Reduced
520	VC Voss Capital Houston, Texas	$89.9M	+$28M	1	4.43%	Increased
521	ACG Aventail Capital Group New York	$89.6M	+$78.1M	6	4.16%	Increased
522	Illinois Municipal Retirement Fund Oak Brook, Illinois	$89.4M	+$1.29M	12	1.14%	Increased
523	SCA Snowden Capital Advisors New York	$88.6M	+$4.15M	12	2.42%	Increased
524	OHIF Oriental Harbor Investment Fund Hong Kong	$88M	-$86.7K	1	6.81%	Reduced
525	Van Berkom & Associates Montreal, Quebec, Canada	$87.8M	-$36.7M	1	2.54%	Reduced